See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,993 | $92,703+85.5% | $82,719+107.9% | $134,475+27.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -13.96% | 944.92%-958.9pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,311 | $3,274+1.1% | $3,009+10.1% | $4,740-30.1% |
| Participant deferral / active EE | $4,646 | $4,802-3.2% | $4,395+5.7% | $6,400-27.4% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |